as i mention elsewhere on this thread, the delivery business is not the bet that VCs are making. they're making a bet that instacart will become critical market

as i mention elsewhere on this thread, the delivery business is not the bet that VCs are making. they're making a bet that instacart will become critical marketing infrastructure for the grocery industry. the disintermediation that you talk isn't applicable here. instacart is creating and sharing value in the value chain rather than trying to take a cut from the downstream customer (i.e. dealerships, in your example).